Long-term investor
Aragon Global Management, LP @aragonglobalmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001991518).
Record
- Tracked since 2025-06-30 (471 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +6.1% · 1 year +5.4% · all +5.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 21.8% · long · since 2025-06-30
- 78462F103 · 12.6% · long · since 2025-06-30
- SNDK · 8.9% · long · since 2026-03-31
- STX · 7.0% · long · since 2026-06-30
- INTC · 6.4% · long · since 2026-06-30
- GEV · 5.3% · long · since 2025-09-30
- VRT · 5.1% · long · since 2025-09-30
- 92189F676 · 4.6% · long · since 2025-06-30
- 464286772 · 3.8% · long · since 2025-12-31
- GS · 3.8% · long · since 2025-06-30
- MS · 3.7% · long · since 2026-03-31
- SCCO · 3.6% · long · since 2025-12-31